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Principal Securities’s Walker & Dunlop WD Stock Holding History

Principal Securities’s Portfolio WD Stock Details WD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-121
Closed -$10.1K – 3474
2025
Q3 		$10.1K Buy
121
+70
+137% +$5.64K ﹤0.01% 2711
2025
Q2 		$3.59K Buy
51
+14
+38% +$1.01K ﹤0.01% 2965
2025
Q1 		$3.6K Hold
37
– – ﹤0.01% 2889
2024
Q4 		$3.6K Buy
37
+19
+106% +$2.06K ﹤0.01% 2885
2024
Q3 		$2.04K Buy
18
+5
+38% +$523 ﹤0.01% 2949
2024
Q2 		$1.28K Buy
13
+1
+8% +$95 ﹤0.01% 3014
2024
Q1 		$1.21K Sell
12
-1
-8% -$96 ﹤0.01% 3000
2023
Q4 		$1.44K Buy
+13
New +$1.07K ﹤0.01% 2884

Other funds holding WD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return